VIRTUAL: Claude for Investment Professionals

When:  May 20, 2026 from 12:00 PM to 01:00 PM (PT)
Associated with  CFA Society Seattle

Similar to our ChatGPT workshop, this session will cover the most popular features in Claude. We will start with the web version, desktop app, and Cowork, then explore features such as Skills, Projects, MCP connectors, scheduled tasks, deep research, and memory. Time permitting, we may also touch on Claude Code, Dispatch, and Claude in Excel.

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